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Hedge Funds Similar to Bay Colony Advisory Group, d/b/a Bay Colony Advisors

13F Portfolio OverlapQ1 2026Bay Colony Advisory Group, d/b/a Bay Colony Advisors portfolio →
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Most similar hedge funds by 13F overlap

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors is an institutional investor managing $903M across 493 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bay Colony Advisory Group, d/b/a Bay Colony Advisors are PW Nova Financial Services, Novak & Powell Financial Services,, Owen LaRue,, with shared positions in $HUM, $SHW, $PLTR, $GEV, $COP, $LMT. The full ranking of 25 similar funds is below.

#1PW Nova Financial Services LLCPassive
Some overlap · 8 shared positions
$HUM$SHW$PLTR$GEV$COP$LMT
$399M
193 positions
#2Novak & Powell Financial Services, Inc.Passive
Some overlap · 7 shared positions
$HUM$COP$IAU$AMGN$USB$MKL
$186M
163 positions
#3Owen LaRue, LLCPassive
Some overlap · 6 shared positions
$DNP$PLTR$GE$GEV$AMGN$SHW
$261M
128 positions
#4ALBION FINANCIAL GROUP /UTActive
Some overlap · 7 shared positions
$COP$GE$HUM$GEV$AMGN$LMT
$1.5B
737 positions
#5White Lighthouse Investment Management Inc.Active
Some overlap · 6 shared positions
$HUM$COP$BRZE$IAU$USB$MKL
$721M
145 positions
#6BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 5 shared positions
$HUM$COP$SHW$AMGN$IAU
$2.4B
787 positions
#7Farrell Financial LLCPassive
Some overlap · 6 shared positions
$HUM$COP$IAU$USB$MKL$BRZE
$167M
76 positions
#8Madden Advisory Services, Inc.Passive
Some overlap · 5 shared positions
$HUM$COP$BRZE$IAU$SHW
$254M
108 positions
#9Integrity Investment Advisors, LLCActive
Some overlap · 7 shared positions
$COP$HUM$USB$LMT$SHW$IAU
$184M
74 positions
#10Ballast Financial Advisors LLCActive
Some overlap · 5 shared positions
$HUM$COP$BRZE$IAU$USB
$98M
68 positions
#11VAN STRUM & TOWNE INC.Passive
Some overlap · 6 shared positions
$COP$GE$BRZE$AMGN$GEV$USB
$343M
111 positions
#12Good Harbor Advisors, Inc.Passive
Some overlap · 5 shared positions
$HUM$COP$BRZE$GE$SO
$92M
82 positions
#13Montis Financial, LLCActive
Some overlap · 5 shared positions
$HUM$COP$PHYS$USB$IAU
$484M
150 positions
#14Bay Rivers GroupPassive
Some overlap · 5 shared positions
$HUM$SHW$PLTR$AMGN$USB
$240M
109 positions
#15Providence First Trust CoPassive
Some overlap · 6 shared positions
$COP$SHW$DNP$USB$GEV$GE
$284M
179 positions
#16Glass Jacobson Investment Advisors llcPassive
Some overlap · 6 shared positions
$COP$OKTA$IAU$BRZE$PLTR$USB
$290M
607 positions
#17Asset Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$HUM$COP$BRZE$LMT$AMGN
$199M
116 positions
#18Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 6 shared positions
$COP$HUM$PLTR$USB$MKL$IAU
$233M
105 positions
#19Independent Family Office, LLCActive
Some overlap · 6 shared positions
$HUM$SHW$PHYS$IAU$USB$BRZE
$243M
90 positions
#20FLAGSTAR ADVISORS INC.Passive
Some overlap · 6 shared positions
$HUM$SHW$BRZE$OKTA$USB$IAU
$276M
174 positions
#21Essex LLCActive
Some overlap · 6 shared positions
$COP$GE$GEV$USB$BRZE$SO
$566M
175 positions
#22Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 5 shared positions
$COP$HUM$AMGN$USB$LMT
$153M
344 positions
#23Nikulski Financial, Inc.Passive
Some overlap · 5 shared positions
$HUM$SHW$BRZE$PLTR$LMT
$405M
175 positions
#24Mosaic Advisors LLCPassive
Some overlap · 4 shared positions
$HUM$COP$SHW$MKL
$67M
42 positions
#25Kraft, Davis & Associates, LLCPassive
Some overlap · 4 shared positions
$HUM$COP$SHW$MKL
$469M
151 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.